Integrate ProWorkflow with QuickBooks Online to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ProWorkflow with QuickBooks Online - no code necessary. See how you can get setup in minutes.

Select a trigger from ProWorkflow

A trigger is an event that starts your Zap and runs the workflow. For example, with ProWorkflow, a trigger could be "Accept Project Request."

A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ProWorkflow to QuickBooks Online

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ProWorkflow to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect ProWorkflow and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ProWorkflow and QuickBooks Online to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Trigger
Instant
Try It
Completed Task
Triggered when a Task is completed in ProWorkflow.
Trigger
Instant
Try It
Update Company
Triggered when a Company is edited in ProWorkflow.
Trigger
Instant
Try It
Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Trigger
Instant
Try It
Update Message
Triggered when a Message is edited in ProWorkflow.
Trigger
Instant
Try It

Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Trigger
Instant
Try It
Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Trigger
Instant
Try It

Update Time
Triggered when a Time is edited in ProWorkflow.
Trigger
Instant
Try It
New Contact
Triggered when a Contact is added to ProWorkflow.
Trigger
Instant
Try It
New Invoice
Triggers when an Invoice is added to ProWorkflow.
Trigger
Instant
Try It
New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Trigger
Instant
Try It
New Project
Triggered when a Project is added to ProWorkflow.
Trigger
Instant
Try It
New Quote
Triggered when a Quote is added to ProWorkflow.
Trigger
Instant
Try It
New Task
Triggered when a Task is added to ProWorkflow.
Trigger
Instant
Try It
Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Trigger
Instant
Try It
Create Timer
Triggered when a Timer is started in ProWorkflow.
Trigger
Instant
Try It
- Project ID
  Required
- Link
  Required
- Title
Action
Write
- Tag ID
- Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- LinkedIn URL
- Phone
- State
- Twitter
- Zip Code
Action
Write
- Task ID
  Required
- Contact ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Cost
  Required
- Date
- Description
- Taxable
- Invoiced
Action
Write
- Category ID
  Required
- Name
  Required
- Contact ID
  Required
- API Fields
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
  Required
Action
Write
- Company ID
  Required
- Contact ID
  Required
- Title
- Project ID
  Required
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Title
- Invoice Number
- Company ID
  Required
- Category ID
  Required
- Manager ID
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- API Fields
- Autonumber Option ID
- Client Access
- Client ID
  Required
- Complete Date
- Contractor ID
  Required
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Invoice Total
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
Action
Write
- Quote ID
  Required
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Description
- Taxable
Action
Write
- Project ID
  Required
- Shared Note Title
  Required
- Shared Note Content
  Required
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Contact ID
  Required
- Category ID
  Required
- Template ID
- Add Template Contacts
- API Fields
- Billable
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
  Required
- Service Name
- Service Description
- Service Rate
Action
Write
- Project Request ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
- Title
- Link
  Required
Action
Write
- Contact ID
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Company ID
  Required
- Country
- Email
- Facebook
- Fax
- First Name
  Required
- Last Name
  Required
- LinkedIn URL
- Mobilephone
- Password
- State
- Title
- Twitter
- Username
- Workphone
- Zip Code
Action
Write
- Invoice ID
  Required
- Title
- Invoice Number
- Status
- Company Name
- Contact Name
- Paid Date
- Due Date
- Address 1
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Invoiced Date
- Project ID
  Required
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Accounted For
- API Fields
- Category ID
  Required
- Client ID
  Required
- Company ID
  Required
- Complete Date
- Contractor ID
  Required
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Due Date
- Group ID
- Internal Client Contact ID
- Internal Client Group ID
- Invoiced
- Invoice Total
- Manager ID
- Invoice Number
- Paid
- Priority
- Private Notes
- Quote Total
- Staff
- Start Date
- Time Allocated
- Title
- Custom Fields
- Supress Hook
Action
Write
- Quote ID
  Required
- Title
- Approved Date
- Status
- Contact Name
- Invoice Number
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
  Required
- Taxable
- Tax Rate
- API Fields
Action
Write
- Task ID
  Required
- API Fields
- Billable
- Category ID
  Required
- Complete Date
- Contact ID
  Required
- Description
- Due Date
- Name
  Required
- Order
- Order Level
- Priority
- Start Date
- Time Allocated
- Type
  Required
- Service Name
- Service Description
- Service Rate
- Supress Hook
Action
Write
- Project ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
Action
Write
- Time Record ID
  Required
Action
Write
- Name
Action
Search
- Name
- Search Email
Action
Search
- Search Message Title
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Name
- Search Project Description
- Project ID
  Required
Action
Search
- Name
- Name
  Required
- Type
  Required
- Address 1
- City
- State
- Zip Code
- Email
- Phone
Action
Search or write
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Title
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Email
- Mobilephone
- Workphone
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Search Project Description
- Search Project Custom Form
- Title
- Invoice Number
- Company ID
  Required
- Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- Autonumber Option ID
- Client Access
- Client ID
  Required
- Complete Date
- Contractor ID
  Required
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
- Category ID
  Required
- Manager ID
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Email
- Mobilephone
- Workphone
Action
Search or write
New Account
Triggers when you add a new account.
Trigger
Instant
Try It
New Customer
Triggers when you add a new customer.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is added.
Trigger
Instant
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Instant
Try It
New Credit Memo
Triggers when a new credit memo is created.
Trigger
Instant
Try It
New Invoice Paid
Triggers when an invoice is paid in full. (Balance changes to zero)
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
New Payment
Triggers when a payment is received (with line item support).
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger
Instant
Try It
Updated Bill
Triggers when a bill is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Vendor
  Required
- Invoice Number
- Line_item
- Line_description
- Amount
  Required
- Qty
- Unit Price
- Line_class
- AP Account
- Customer
- Due_date
- Transaction Date
Action
Write
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Invoice Number
- Department
- Global_tax_calculation
- Line_item
- Line_description
- Qty
- Unit Price
- Amount
  Required
- Billable?
- Customer
- Line_class
- Tax_code
- AP Account
- Memo
Action
Write
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Write
- Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Family Name
  Required
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Write
- Payee_type
  Required
- Payment_type
  Required
- Account
  Required
- Date
- Payment_method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
- Tax_code
- Total_tax
- Tax_calculation
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Date
- Journal_number
- Account
  Required
- Debit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Account
  Required
- Credit_amount
  Required
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amount
  Required
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
Action
Write
- Vendor
  Required
- Status
- Mailing_address
- Shipping_address
- Date
- Ship Via
- Purchase Order Number
- PO Email
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Memo
- Memo
Action
Write
- Invoice ID
  Required
Action
Write
- Sales_receipt
  Required
- Email
Action
Write
- Bill ID
  Required
- Vendor
- AP Account
- Transaction Date
- Due Date
- Line ID
- Amount
- Description
- Account
- Customer
- Class
- Tax Code
- Billable Status
- Currency
- Exchange Rate
- Private Note
- Global Tax Calculation
- Total Amount
- Sales Terms
- Department
- Document Number
- Include in Annual TPAR
Action
Write
- Estimate ID
  Required
- Customer
- Transaction Date
- Ship Date
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Print Status
- Email Status
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Document Number
- Accepted By
- Accepted Date
- Exchange Rate
- Department
- Apply Tax After Discount
- Private Note
- Customer Memo
- Expiration Date
- Transaction Status
Action
Write
- Product/Service
- Name
- Type
- SKU
- Sales Tax Included
- Sales Tax Code
- Class
- Source
- Purchase Tax Included
- Description
- Sub Item
- Taxable
- Purchase Description
- Active
- Purchase Cost
- Unit Price
Action
Write
- Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Type
  Required
- Line ID
Action
Search
- Invoice ID
  Required
Action
Search
- Info
- Invoice ID
  Required
- Display Name
Action
Search
- Invoice ID
  Required
Action
Search
- Info
- Name
  Required
- SKU
Action
Search
- Name
  Required
Action
Search
- Info
- Invoice ID
  Required
- Display Name
- Primary Email Address
- Given Name
  Required
- Family Name
  Required
- Middle Name
- Employee Phone Number
- Birth Date
- Billable Time
- Active
- Release Date
- Cost Rate
- Employee Mobile
- Gender
- Hired Date
- Organization
- Address Line 1
- Address Line 2
- Address Line 3
- Address Line 4
- Address Line 5
Action
Search or write
- Info
- Name
  Required
- SKU
- Type
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
  Required
- Category
- Is Taxable?
Action
Search or write

Complete Project
Triggered when a Project is completed in ProWorkflow.
Trigger
Instant
Try It
Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Trigger
Instant
Try It
Update Contact
Triggered when a Contact is edited in ProWorkflow.
Trigger
Instant
Try It
Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Trigger
Instant
Try It
Update Project
Triggered when a Project is edited in ProWorkflow.
Trigger
Instant
Try It
Update Quote
Triggered when a new Quote is added in ProWorkflow.
Trigger
Instant
Try It
Update Task
Triggered when a Task is edited in ProWorkflow.
Trigger
Instant
Try It
New Company
Triggered when a Company is added to ProWorkflow.
Trigger
Instant
Try It
New File
Triggered when a File is added to ProWorkflow.
Trigger
Instant
Try It
New Message
Triggered when a Message is added to ProWorkflow.
Trigger
Instant
Try It
New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Trigger
Instant
Try It
New Project Request
Triggered when a Project Request is added to ProWorkflow.
Trigger
Instant
Try It
New Shared Note
Triggers when a new Shared Note is added to a Project.
Trigger
Instant
Try It
New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Trigger
Instant
Try It
Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Trigger
Instant
Try It
Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Trigger
Instant
Try It
- Project ID
  Required
- Client ID
  Required
Action
Write
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Country
- Email
- Facebook
- Fax
- Group ID
- LinkedIn URL
- Mobilephone
- Password
- Role ID
- State
- Tag ID
- Title
- Twitter
- Username
- Workphone
- Zip Code
Action
Write
- Project ID
  Required
- Contractor ID
  Required
Action
Write
- Content
  Required
- Name
  Required
- Folder ID
- Task ID
  Required
- Project ID
  Required
Action
Write
- Invoice ID
  Required
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Description
- Taxable
Action
Write
- Contact ID
  Required
- Content
  Required
- Original Message ID
- Project ID
  Required
- Task ID
  Required
- Title
- Files
- Notifications
- Public
Action
Write
- Title
- API Fields
- Budget
- Contact ID
  Required
- Custom Form Content
- Custom Form Title
- Description
- Division ID
- Due Date
- Group ID
- Start Date
- Template ID
- Custom Fields
Action
Write
- Contact ID
  Required
- Title
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Contact Name
- Invoice Number
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
  Required
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Staff
Action
Write
- Tag ID
- Contact ID
  Required
Action
Write
- Start Time
  Required
- Task ID
  Required
- Time Tracked
  Required
- End Time
- API Fields
- Contact ID
  Required
- Notes
Action
Write
- Project ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Company ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Message ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Tag ID
Action
Write
- Time Record ID
  Required
Action
Write
- Company ID
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Code
- Country
- Email
- Facebook
- Fax
- LinkedIn URL
- Name
  Required
- Phone
- State
- Twitter
- Type
  Required
- Zip Code
Action
Write
- Contact ID
  Required
- Address
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Message ID
  Required
- Contact ID
  Required
- Notifications
- Public
Action
Write
- Project Request ID
  Required
- API Fields
- Budget
- Custom Form Content
- Custom Form Title
- Description
- Due Date
- Start Date
- Title
- Custom Fields
Action
Write
- Tag ID
- Name
  Required
Action
Write
- Time Record ID
  Required
- API Fields
- Contact ID
  Required
- End Time
- Notes
- Start Time
  Required
- Time Tracked
  Required
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Name
- Search Email
Action
Search
- Name
- Search Email
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Search Invoice Title
- Search Invoice Number
- Search Project Description
- Search Project Custom Form
Action
Search
- Name
- Search Email
Action
Search
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Email
- Mobilephone
- Workphone
- Address 1
- City
- State
- Country
- Zip Code
- Allow Login
- Username
- Password
- View All Company Projects
- View All Project Tasks
- View Quotes and Invoices
- View Time Information
- View Calendar
- View Archived Projects
- View Timeline
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Type
  Required
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Tag ID
- Facebook
- LinkedIn URL
- Twitter
- Email
- Title
- Address 1
- Address 2
- Address 3
- City
- State
- Zip Code
- Country
- Mobilephone
- Workphone
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Company ID
  Required
- Contact ID
  Required
- Title
- Project ID
  Required
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Contact ID
  Required
- Title
- Name
  Required
- Line Item Quantity
- Line Item Rate
- Contact Name
- Invoice Number
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
  Required
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Name
- Search Project Description
- Project ID
  Required
- Name
  Required
- Description
- Contact ID
  Required
- Time Allocated
- Service Name
- Service Description
- Service Rate
- Start Date
- Due Date
- Complete Date
- Type
  Required
- Priority
- Billable
- Order
- Order Level
- Category ID
  Required
- Template ID
- Add Template Contacts
Action
Search or write
New Bill
Triggers when a new bill is added.
Trigger
Instant
Try It
New Estimate
Triggers when you add a new estimate.
Trigger
Instant
Try It
- Days
  Required
Trigger
Scheduled
Try It
New Bill Payment
Triggers when a new bill paid.
Trigger
Instant
Try It
New Deposit
Triggers when a there is a new deposit.
Trigger
Instant
Try It
New Journal Entry
Triggers when a new journal entry is created.
Trigger
Instant
Try It
New Refund Receipt
Triggers when there is a new refund receipt.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
New Sales Receipt
Triggers when a new sales receipt is added.
Trigger
Instant
Try It
Updated Credit Memo
Triggers when a credit memo is updated.
Trigger
Instant
Try It
Updated Estimate
Triggers when an existed estimate is updated.
Trigger
Instant
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Instant
Try It
- Vendor
  Required
- Terms
- Transaction Date
- Due_date
- Invoice Number
- Department
- Currency
- Global_tax_calculation
- Description
- Amount
  Required
- Billable?
- Customer
- Class
- Account
  Required
- Tax_code
- AP Account
- Memo
Action
Write
- Deposit To Account
  Required
- Transaction Date
- Private Note
- Currency
- Exchange Rate
- Global Tax Calculation
- Department
- Transaction Source
- Transaction Location Type
- Amount
  Required
- Account
  Required
- Payment Method
- Description
- Transaction Type
- Entity
- Class
- Check Number
- Tax Code
- Tax Applicable On
- Cash Back Account
- Cash Back Amount
- Cash Back Memo
Action
Write
- Customer
- Email
- Send Later?
- Billing_address
- Credit_memo_date
- Credit_memo_number
- Auto Generate Credit Memo Number
- Class
- Amount
  Required
- Service_date
- Product/Service
- Description
- Line Item Quantity
- Line Item Rate
- Tax
- Line_class
- Message_displayed_on_credit_memo
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Customer
- Invoice Number
- Line_amount
  Required
- Line_description
- Line Item/Product
- Line Item Quantity
- Line_item_tax_code
- Line Item Service Date
- Rate
- Tax_calculation
- Transaction Date
- Expiration_date
- Ship Date
- Message displayed on estimate
- Billing_address
- Billing Address City
- Billing Address Country
- Billing Address Postal Code
- Billing Address State/Province
- Shipping_address
- Shipping Address City
- Shipping Address Country
- Shipping Address Postal Code
- Shipping Address State/Province
- Shipping amount
- Bill Email
- Send Later?
- Discount_value
- Discount_percent
- Class
- Sales Terms
- Shipping Method
- Tracking Number
- Private Note
- Transaction Status
- Apply Tax After Discount
- Print Status
- Department
Action
Write
- Type
  Required
- Name
  Required
- Description_on_sales_forms
- Sales Price/Rate
- Description_on_purchase_forms
- Cost
  Required
- SKU
- Category
- Is Taxable?
Action
Write
- Info
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Helptext_line_amount
- Line_amount
  Required
- Line_item_tax_code
- Class
- Add Bundle Item to invoice?
- Message displayed on estimate
- Memo
- Project ID
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Deposit To Account
- Class
- Department
- Location
- Currency
- Exchange Rate
Action
Write
- Customer
- Total Amount
  Required
- Unapplied Amount
- Transaction Date
- Payment_method
- Payment Reference Number
- Deposit To Account
- Line_amount
  Required
- Line Linked Invoice
- Memo
Action
Write
- Refund_from
  Required
- Customer
- Email
- Billing_address
- Refund_receipt_date
- Refund_receipt_number
- Transaction_class
- Payment_method
- Check_number
- Print Later?
- Product/Service
- Amount
  Required
- Service_date
- Description
- Line Item Quantity
- Line Item Rate
- Tax
- Class
- Message_displayed_on_refund_receipt
- Memo
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Tax_code
- Shipping Cost
Action
Write
- Info
- Invoice
  Required
- Email
Action
Write
- Time Activity Type
  Required
Action
Write
- Customer
  Required
- Company
- Email
- Title
- First Name
- Middle name
- Family Name
  Required
- Suffix
- Display_name
- Phone
- Mobile
- Fax
- Other
- Website
- Print_on_check_as
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption_details
- Job/Parent Customer
- Active
- Customer_type
- Preferred_payment_method
- Taxable
- Tax_code
- Tax Registration Number
- Currency
Action
Write
- Invoice
  Required
- Customer
- Billing_email
- Cc
- Bcc
- Send Later?
- Billing_address
- Shipping_address
- Terms
- Transaction Date
- Due_date
- Ship_via
- Shipping_date
- Tracking_number
- Invoice Number
- Auto Generate Credit Memo Number
- Service_date
- Line Item/Product
- Line_description
- Line Item Quantity
- Line Item Unit Price
- Line_amount
  Required
- Line_item_tax_code
- Class
- Message displayed on estimate
- Memo
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax_code
- Total_tax
- Tax_calculation
- Apply Tax After Discount?
- Discount_value
- Discount_percent
- Shipping_tax
- Shipping Cost
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Sales Receipt ID
  Required
- Customer
- Transaction Date
- Ship Date
- Info
- Detail Type
- Amount
- Description
- Item
- Unit Price
- Quantity
- Discount Percent
- Total Amount
- Print Status
- Email Status
- Payment Reference Number
- Deposit To Account
  Required
- Payment Method
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State/Province
- Shipping Address Postal Code
- Shipping Address Country
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address State/Province
- Billing Address Postal Code
- Billing Address Country
- Tracking Number
- Class
- Department
- Private Note
- Customer Memo
Action
Write
- Vendor
  Required
- Transaction Date
- Purchase Order Number
- Currency
- Exchange Rate
- Location
- Department
- Tax_calculation
- Memo
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
Action
Write
- Name
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Info
- Invoice ID
  Required
- Name
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Info
- Invoice Number
- Invoice ID
- Invoice Date
- Due Date
Action
Search
- Info
- Name
  Required
- SKU
Action
Search
- Search Field
  Required
- Search Value
  Required
- Name
  Required
- Display_name
- Title
- First Name
- Middle name
- Family Name
  Required
- Company
- Email
- Phone
- Mobile
- Fax
- Other
- Website
- Active
- GST Registration Type
- GSTIN
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Notes
- Currency
- Taxable
- Tax_code
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred_payment_method
- Preferred_delivery_method
- Terms
- Customer_type
Action
Search or write
- Invoice ID
  Required
- Info
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Memo
- Message displayed on estimate
- Line_amount
  Required
- Service_date
- Line_description
- Line Item/Product
- Line Item Quantity
- Line Item Unit Price
- Line_item_tax_code
- Class
- Transaction Date
- Total_discount
- Payment_method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Auto Generate Credit Memo Number
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
- Address__country
- Shipping_address__line1
- Shipping_address__line2
- Shipping_address__city
- Shipping_address__state_code
- Shipping_address__zip_code
- Shipping_address__country
- Currency
- Exchange Rate
- Class
- Tax_code
- Total_tax
- Tax_calculation
- Shipping_tax
- Shipping Cost
- Department
Action
Search or write
- Name
  Required
- Phone
- Email
- Website
- Address__line1
- Address__line2
- Address__city
- Address__state_code
- Address__zip_code
Action
Search or write

Learn how to automate ProWorkflow on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

About ProWorkflow

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

Related categories

Project Management

Similar apps

Trigger

Project Management

Active Collab

Project Management

Project Bubble

Project Management

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.